CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • Hi, does anyone have an idea on how to manage a contact's communications preferences (not newsletters in particular) - i.e. the contact does not wish to receive mails from the sales staff, or he does not wish to receive advertising by mail, phone calls, ... Our first idea was to create custom properties, though I am not sure if there is a better way. Thanks! more
    • I'm currently setting up a lead scoring system in HubSpot and want to include email engagement (opens, clicks) as a significant factor. I've set up basic lead scoring rules but am unsure how to automate the process for updating scores based on email interactions. I've looked into workflows but am not sure if that's the best approach or how to configure them for this purpose. more
    • We are starting a new account and I am setting up 2 specific workflows: Unsubscribes --> Non-Marketing Hard Bounces --> Non-Marketing Are there other workflows you always set up? more
    • I've been editing and exploring the reports and dashboards for a few days now, but I haven't yet found a solution that can meet this demand. Currently we would like to analyze the average time that sellers take from the moment the deal is created until the contract is signed and this must be divided by sellers. Furthermore, we would also like to analyze the volume of leads and deals that each seller is handling. I've already tried running fil more
    • Hey Team, We have Marketing Inbound workflow in place, which basically assigns the leads coming from Marketing or visits on our website to marketing Inbound team. Step 1 - we filter these leads based on domain Ids - Basically what leads we want to nurture and other which are not worth working on Step 2 - The filtered leads are rotarted between two of the Marketing SDRs Step 3 - We have two AEs that now would receive handover once the mee more

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MiaSrebrnjak on January 31, 2024
Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. read more
Community Manager
February 13, 2024
Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here more
CharlotteJ on January 17, 2022
One of the best ways to learn is by doing and sharing with other new HubSpot Sales Hub users, just like you. That’s why we’re so excited about this space to learn and grow better together! To get started, say hello and introduce you read more
121 Replies
Most Valuable Member | Diamond Partner
February 17, 2024
Hi @DMakela are you still looking for help with your dashboards and reports?
CharlotteJ on December 14, 2021
Welcome to our Community-enabled onboarding program! In this introductory video we will be guiding you through the very first steps to successfully start your journey with theSales Hub of Hubspot. We will notably talk about how to set up read more
11 Replies
December 03, 2023
Sales Hub Pro's "Onboarding Step 1: Strong Foundations" is the initial phase of the onboarding process designed to establish a solid groundwork for more
AAshraf8 on March 03, 2024
Dears, How to Get Forms Submission with Tickets associated with it using Hubspot API, There is no link between the form submission and the tickets that created after the form is submitted. What i found was the below APIs, This to get the f read more
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ARichman on March 01, 2024
Hi there, I recently started using Hubspot after a while and cannot for the life of me get any of the test emails I send to myself (on my two other email accounts) to track as open. They forever stay as 'sent'. I am 100% ticking the Track box s read more
0 upvote
1 Reply
Top Contributor
March 02, 2024
Firstly, it's great that you're making sure to tick the Track box, as that's a crucial step. Since you're still facing issues, here are a few things more
BButterfield on March 01, 2024
Hello, I am trying to figure out how to setup an automation that will match the company name field to whatever the generated associated company is. 95% of the time hubspot generates the correct associated company name and it is redudant to them man read more
Most Valuable Member | Diamond Partner
March 02, 2024
You're welcome @spnc , there is definitely a lot of depth and quite a bit to explore discover (it's why so many have made entire businesses off of more
Augustus on March 01, 2024
Hi - I'm trying to build a calculated field that follows this logic like this: if([properties.dealstage] == "1234567", if([custom_property] == "Option 1 Condition","Option 1 Result",if([custom_property] == "Option 2 Condition","Option 2 Result", read more
0 upvote
1 Reply
Top Contributor
March 02, 2024
In HubSpot, when you want to account for an unknown or no value situation within a calculated field, especially in nested IF statements like yours, more
AlexQuebedeaux on March 01, 2024
I just signed up today and I have a red bar across the top of my screen that says "Some Features will stay blocked - Unusual behavior has been noticed on your account. Access to some features across the platform will stay blocked. This is a final d read more
March 02, 2024
I imported a list of 17,000 leads. I didn't purchase them, I downloaded them from the state licensed board of contractors. I tried to send an email more
JStephens22 on March 01, 2024
When data synchs from HubSpot to NetSuite, the lead comes across and is assigned "Customer-won" status. I read thru the community notes and found some instruction on how to change the default setting in NetSuite's sales preference. The problem is th read more